Skip to main content

Patient Billing

Patient statement generation and self-pay collections

Complexity: Simple | Duration: 5-15m | Category: Industry/Healthcare

Tags: billing patient-pay statement healthcare

Workflow Diagram

Steps

Step 1: Calculate balance

Agent: billing

specialist - Determine patient responsibility

Step 2: Generate statement

Agent: billing

specialist - Create itemized bill

Step 3: Send statement

Agent: notification

specialist - Mail/email to patient

Step 4: Offer payment options

Agent: billing

specialist - Present payment plans

Step 5: Process payments

Agent: revenue

specialist - Record receipts

Step 6: Follow

Agent: up

billing-specialist - Send reminders as needed

Usage

To execute this workflow:

/workflow industry/healthcare/patient-billing.workflow

See other workflows in this category for related automation patterns.